Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,380 | $106,749-20.0% | $145,433-41.3% | $82,448+3.6% |
| Participation rate | 76.8% | 75.6%+1.1pp | 82.1%-5.3pp | 68.1%+8.7pp |
| Annual return | 13.09% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $782 | $3,444-77.3% | $4,554-82.8% | $2,551-69.3% |
| Participant deferral / active EE | $3,521 | $6,519-46.0% | $7,897-55.4% | $4,139-14.9% |
| Admin fee / account holder | $9,359 | $8,390+11.6% | $13,129-28.7% | $7,234+29.4% |